See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,309 | $209,411-51.6% | $178,490-43.2% | $158,922-36.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.51% | 188.75%-184.2pp | 151.07%-146.6pp | 302.83%-298.3pp |
| Employer contribution / active EE | $1,991 | $5,706-65.1% | $5,011-60.3% | $4,761-58.2% |
| Participant deferral / active EE | $6,342 | $5,954+6.5% | $5,202+21.9% | $5,982+6.0% |
| Admin fee / account holder | $31,412 | $17,074+84.0% | $13,984+124.6% | $11,246+179.3% |